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Skanda Amarnath & Michael Gayed: Unraveling the Fiscal Policy-Inflation-Asset Prices Nexus

Lead-Lag Live

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The Fed's Overtightening

I don't think it's obvious that they've necessarily over tightened, but I think the further they go, the higher the risks. The fed probably should be in like a stronger version of risk management mode than I suspect they're really in because yeah, they've already done a lot of tightening. They must know this. And so if you really want to make sure you're learning as you're going along, it kind of probably helps to pay attention now and probably slow down.

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